FAQs on Card Scanner App
1. What can I do with the card scanner app? How can it help my business?
There are multiple ways in which leads are generated and one of the most common methods is through webinars, trade shows, conferences etc. where you get to meet interested customers face-to-face. Very often, they would share their business cards for follow-up calls and meetings and may sometimes prefer to be contacted at a specific time.
2. How do I use the Card Scanner app?
- Open the application.
- Click Scan Business Card to scan the card.
- Review the scanned information and click Save.
- Select Save as a contact or lead in Zoho CRM.
3. How many card details can I store in the Card Scanner app?
4. What are the details extracted from the card?
5. What is the format of the scanned text?
6. How do I push the data to Zoho CRM?
7. Will a duplicate lead/contact be added in CRM through the Card Scanner App?
- The find and merge option can be used if you are specifically looking for duplicates of a particular record. For example, you know that a lead name "David Smith" has been duplicated and want to find duplicates and merge it.
- The deduplication tool can be used when you are not clear if there are duplicates and you want CRM to run a duplication check based on certain unique fields.
8. Which CRM edition supports Card Scanner app?
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